IIP
Intermede Investment Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-468,068
| Closed | -$98.6M | – | 34 |
|
|
2024
Q2 | $98.6M | Sell |
468,068
-31,083
| -6% | -$6.55M | 2.08% | 26 |
|
|
2024
Q1 | $103M | Sell |
499,151
-89,865
| -15% | -$18.5M | 2.1% | 25 |
|
|
2023
Q4 | $112M | Sell |
589,016
-28,713
| -5% | -$5.44M | 2.53% | 21 |
|
|
2023
Q3 | $118M | Sell |
617,729
-24,508
| -4% | -$4.66M | 3.01% | 18 |
|
|
2023
Q2 | $121M | Sell |
642,237
-838
| -0.1% | -$158K | 2.82% | 20 |
|
|
2023
Q1 | $107M | Sell |
643,075
-92,465
| -13% | -$15.4M | 2.62% | 22 |
|
|
2022
Q4 | $122M | Sell |
735,540
-37,845
| -5% | -$6.26M | 3.4% | 16 |
|
|
2022
Q3 | $115M | Buy |
773,385
+38,123
| +5% | +$5.69M | 3.24% | 17 |
|
|
2022
Q2 | $114M | Buy |
735,262
+21,254
| +3% | +$3.3M | 3.16% | 18 |
|
|
2022
Q1 | $122M | Sell |
714,008
-74,218
| -9% | -$12.6M | 2.85% | 20 |
|
|
2021
Q4 | $137M | Sell |
788,226
-77,400
| -9% | -$13.5M | 2.82% | 21 |
|
|
2021
Q3 | $131M | Sell |
865,626
-144,573
| -14% | -$21.9M | 3.02% | 20 |
|
|
2021
Q2 | $142M | Sell |
1,010,199
-20,357
| -2% | -$2.86M | 3.23% | 19 |
|
|
2021
Q1 | $126M | Buy |
1,030,556
+36,153
| +4% | +$4.4M | 3.21% | 19 |
|
|
2020
Q4 | $116M | Buy |
994,403
+327,363
| +49% | +$38.3M | 3.36% | 20 |
|
|
2020
Q3 | $76.5M | Buy |
+667,040
| New | +$76.5M | 3.2% | 19 |
|